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Search a Procedure by Asset

  • Last UpdatedFeb 10, 2025
  • 3 minute read

To search a Procedure by Asset

  1. Click the downward-facing chevron () to enter advanced options:

  2. Click the "Asset Search" radio button. The "Title," "Default Value," and "Description" section disappears.

  3. Click the now upward-facing chevron () to hide the advanced options. The search bar changes to include an ellipsis and "X" button:

  4. Click the ellipsis () button to open the Asset browser, and then select an Asset.

    1. The "Tree" tab allows the user to browse Assets displayed in a Parent / Child hierarchy.

    2. The "Search" tab allows the user to search for the asset by its Title.

    3. Once an Asset is selected, you may click the downward-facing chevron () to display the selected Asset’s details as they would appear in the Asset List Manager.

  5. Click one of the provided search icons to find instances of the specified Asset in the Procedure:

    Find Next: Finds the next instance of the specified Asset, selecting the Node in which it was found.

    Find All: Searches the entire Procedure for instances of the specified Asset.

    Find Under Selected: Searches the selected Node’s children for instances of the specified Asset.

    Note: If "Find All" or "Find Under Selected" were used above, the "Find Results" panel (pictured below) will open, listing each of the Nodes in which the specified Asset was found.

  6. In the "Find Results" panel, double-click any of the listed results to jump to, and select, the Node it represents.

    Note: If "Find Under Selected" produced the results, the "Find Results" list will change after double-clicking an entry (see below), listing search hits within the descendants of the currently selected Node.

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